Nekton Capital Ltd. Portfolio Holdings by Sector

Nekton Capital Ltd.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas E&P \| Energy HES 1 stocks	$10,345 31.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$6,548 19.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$5,446 16.47% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$4,480 13.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$4,002 12.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BSY 1 stocks	$1,455 4.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services PINS 1 stocks	$792 2.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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